Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,514 | $132,634-79.3% | $115,768-76.2% | $137,256-80.0% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.4%-21.8pp | 80.0%-27.3pp |
| Annual return | 14.46% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $76 | $3,360-97.7% | $2,940-97.4% | $4,156-98.2% |
| Participant deferral / active EE | $6,648 | $5,619+18.3% | $4,917+35.2% | $6,407+3.8% |
| Admin fee / account holder | $7,983 | $15,028-46.9% | $12,439-35.8% | $12,270-34.9% |